Top AI Moves | ORCL, META, MSFT, NVDA Power Next-Gen AI
The second half of the AI wave is no longer just about algorithms—it’s about who has the "hardest" infrastructure.
While the market obsesses over Nvidia’s earnings fluctuations, the underlying logic has shifted: AI power centers are evolving into a multi-billion dollar arms race for electricity and land.
From Oracle’s gigawatt-scale project in Texas to Meta’s deep-seated cloud partnerships, tech giants are making "manic" capital investments to lock in their seats before the next explosion of intelligence.
1. $Oracle(ORCL)$ – $420B
Quietly, something shifted this quarter.
For the first time, Cerebras chips got a shoutout on the earnings call. Oracle's now standing in the same sentence as $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ .
Also dropped: a major cloud deal with $Meta Platforms, Inc.(META)$ to train Llama. And that 1 GW Texas data center?
Moving forward. Cloud services RPO climbed 40%, handily beating expectations.
2. $Meta Platforms, Inc.(META)$ – $1.2T
New wave of AI spending, locked in.
Deepened the $Oracle(ORCL)$ partnership—dedicated data centers, not just shared capacity.
And inside Meta, teams are doubling down on in-house models. The goal? Less reliance on OpenAI. Control matters.
3. $Microsoft(MSFT)$ – $3.1T
Rumor floating: MSFT in talks to lease the Abilene facility.
Azure AI revenue? Still surging. And the OpenAI collaboration isn't just continuing—it's entering a new phase.
Deeper integration, tighter coupling.
4. $NVIDIA(NVDA)$ – $2.5T
Beat earnings. Stock down 5.5%.
Make it make sense? Market's whispering about slowing AI chip demand.
Blackwell arch update is on track, but the mood has shifted. Execution isn't the issue—perception is.
5.OpenAI (Private – $800B valuation)
Texas project with Oracle? Steady progress.
Meanwhile, on GitHub: OpenClaw just surpassed Linux as the most-starred project.
a16z called it. Developer gravity is shifting.
Power is the New AI Bottleneck
Not chips—electricity. Tech giants are quietly teaming up to solve for AI's insane energy appetite.
Data center buildouts have turned into an arms race. This time, it's not just about compute density. It's about grid access.
Megawatts > model weights.
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